Institutional Ownership Ishares Tr U S Utils ETF (IDU)
This table provides information about the institutional ownership of Ishares Tr U S Utils ETF (IDU). We have compiled data on the 299 institutions that hold shares in the stock, with a total of 6.72 Million shares, which have been reported (via 13F filing form) to have a value of $674 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
2,400
shares
|
$240,744
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
2,384
shares
|
$239,139
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
2,378
shares
|
$238,537
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
2,378
shares
|
$238,537
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
2,374
shares
|
$238,135
0.0% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
2,371
shares
|
$237,835
0.05% of portfolio
|
Q4 2024
Added 14.82%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
2,353
shares
|
$236,029
0.0% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,306
shares
|
$231,314
0.0% of portfolio
|
Q4 2024
Added 15.3%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
2,304
shares
|
$231,114
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
2,278
shares
|
$228,506
0.02% of portfolio
|
Q4 2024
Reduced 19.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,274
shares
|
$228,104
0.01% of portfolio
|
Q4 2024
Added 69.32%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,274
shares
|
$228,104
0.01% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
2,245
shares
|
$225,195
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
2,200
shares
|
$220,682
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
2,190
shares
|
$219,678
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
2,156
shares
|
$216,268
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
2,156
shares
|
$216,268
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
2,120
shares
|
$212,657
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,002
shares
|
$200,820
0.0% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
2,001
shares
|
$200,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,817
shares
|
$182,263
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,664
shares
|
$166,915
0.0% of portfolio
|
Q3 2021
Reduced 4.26%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
1,608
shares
|
$161,298
0.04% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,575
shares
|
$157,988
0.11% of portfolio
|
Q1 2023
Added 162.06%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,546
shares
|
$155,079
0.0% of portfolio
|
Q2 2024
Added 5.75%
|